Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
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Japanese E-Commerce Review 2020: Softbank/Z, Rakuten and Amazon to Dominate Further
What statistics are available suggest that Japan lags behind China, USA and the UK in terms of e-commerce penetration but this position overlooks...
570 Views
Aeon's Tie with UK’s Ocado: A Chance for Online Food Leadership – but Not for a While
Aeon has become the Japanese partner to Ocado, one of the best online supermarket and systems providers for food and FMCG retailing in the...
427 Views
Convenience Stores: Saturation but Still Growth for Some
The convenience store sector is today the single largest channel in Japanese retailing. Combining both merchandise and digital services, e-commerce...
393 Views
Seven & I Digital Setback as 7Pay Suffers Stillbirth Due to Management Bungling
Seven & I Holdings' (3382 JP) image as Japan’s most trusted retailer was severely tarnished this summer. In July, the launch of its mobile...
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